The site presents information on the firm’s 401(k) retirement services, its new product enhancements, and trading platforms.
Partners can log onto the site for updates, sales tools and the most recent fund universes from three investment platforms: Charles Schwab, Fidelity, and NSCC.
Clients can also access 5,000 funds across the three trading platforms to determine the platform and funds that will best meet their needs.
They can also research the firm’s bundled and unbundled service options made up of:
- recordkeeping and administration
- investment management or sub-advisory services
- participant education
- online advice.
The group plans to add wizards to the site, which will enable clients to enter a plan’s specifications and receive guidance about the most appropriate platform to use.
« Regulators Pull Back Some Cash Balance Conversion Rules